NVIDIA, Taiwan Semiconductor Manufacturing (TSMC), and Broadcom are experiencing rapid growth driven by soaring AI demand, with revenue and earnings projections extending confidently into 2028. NVIDIA aims for $300 per share by 2027, supported by new product ramps and a large buyback program. TSMC targets $600, fueled by strong foundry demand and expanded investments. Broadcom also targets $600, backed by robust AI semiconductor revenue growth and high future bookings. These companies benefit from a booming AI infrastructure market with hyperscale capital expenditures expected to exceed $1 trillion in 2027, making their ambitious price targets credible for long-term investors.
AMD reported strong Q2 results with $11.5 billion revenue and expects $13 billion in Q3, driven by significant data center growth and major customer commitments. Its stock at $514 is seen as a constructive buy with growth potential into 2027, despite...
Nvidia announced it will provide credit and computing power for OpenAI's new AI data center in Pike City, Ohio, supporting an initial 4.25 gigawatts of capacity with an option for 3.75 more. The data center, managed by SB Energy under a 20-year lease...
In Q2 2026, David Tepper's Appaloosa Management reduced holdings in memory chip makers like Micron and exited SanDisk, reallocating capital into AI-related stocks such as Amazon, Taiwan Semiconductor, NVIDIA, and a new position in CoreWeave. Notably,...
Steve Eisman, known for his bearish stance before the 2008 housing crash, now highlights a new risk in the AI sector: a potential price war driven by affordable Chinese AI models challenging leaders like OpenAI and Anthropic. While these US-based AI ...
Lumentum's stock jumped 14% following a strong fiscal Q4 report showing revenue up 109% year over year and better-than-expected earnings. The company highlighted growing demand for co-packaged optics from NVIDIA, expected in late 2027, and expanding ...
